2025-01-31T12:10:30-06:00 2023-12-31 581540139 STEPHEN M BERMAN & ASSOCIATES LLC 3445 PEACHTREE ROAD NE SUITE 1150 ATLANTA GA 30326 990PF 2023-01-01 582316074 THE GLOVER FAMILY FOUNDATION C/O JOHN T GLOVER SR GLOV 4042622703 1888 GARRAUX ROAD NW ATLANTA GA 30327 JOHN T GLOVER PRESIDENT 4042622703 2025-01-31 1 0 THOMAS J HANSEN P00850140 4042622181 2023 2025-03-06 01:10:19Z X 973473 X 30 X 261 261 16828 16828 6045 21703 6045 23164 23134 0 0 0 3866 2900 966 4536 4458 78 8402 7358 1044 28900 28900 37302 7358 29944 -14138 15776 45759 34283 34283 656719 654057 939190 702478 688340 973473 20 20 20 20 X 0 0 0 0 702458 688320 702458 688320 702478 688340 702458 -14138 0 688320 0 688320 30 SHS - VANGUARD TOTAL STK MKT ETF P 2020-06-10 2023-12-12 6901 4870 2031 2031 25 SHS - ISHARES CORE S&P SMALL CAP ETF P 2020-06-10 2023-12-12 2518 1789 729 729 45 SHS - ISHARES RUSSELL MIDCAP VALUE P 2020-06-10 2023-12-12 5011 3668 1343 1343 50 SHS - VANGUARD VALUE ETF P 2020-06-10 2023-12-12 7273 5331 1942 1942 6045 219 0 219 0 219 751 0 0 0 751 0 532 532 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A JOHN T GLOVER SR 4042622703 1888 GARRAUX ROAD ATLANTA GA 30327 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN T GLOVER SR 1888 GARRAUX ROAD ATLANTA GA 30327 PRESIDENT 0.25 0 0 0 NONE 0 NONE 0 0 870841 43813 0 914654 0 0 914654 13720 900934 45047 45047 219 219 44828 0 44828 0 44828 29944 0 29944 44828 0 0 1191 61264 9213 1761 73429 29944 0 0 0 29944 0 14884 14884 58545 0 0 0 0 0 0 0 58545 47571 9213 1761 JOHN T GLOVER SR X THE COMMUNITY FOUNDATION FOR GREATER ATLANTA 191 PEACHTREE ST NE 1000 ATLANTA GA 30303 N/A TO SUPPORT THE MISSION OF LEADING AND INSPIRING THE ATLANTA COMMUNITY TOWARD EQUITY AND SHARED PROSPERITY FOR ALL. 1500 ATLANTA SYMPHONY ORCHESTRA 1280 PEACHTREE ST NE ATLANTA GA 30309 N/A TO BUILD ON THE SYMPHONY'S FOUNDATION OF ARTISTIC EXCELLENCE IN MUSIC. 2500 HIGHLAND CASHIERS HEALTH FOUNDATION 348 S 5TH ST 221 HIGHLANDS NC 28741 N/A TO SUPPORT THE MISSION OF ADDRESSING THE UNIQUE HEALTH CARE CHALLENGES IN THIS RURAL N.C. COMMUNITY. 1000 GEORGIA STATE UNIVERSITY 33 GILMER ST SE ATLANTA GA 30302 N/A TO SUPPORT THE MISSION OF GEORGIA STATE, WHICH IS TO BE AN ENTERPRISING PUBLIC RESEARCH UNIVERSITY WHICH TRANSFORMS THE LIVES OF STUDENTS, ADVANCES THE FRONTIERS OF KNOWLEDGE AND STRENGTHENS THE WORKFORCE OF THE FUTURE. 5000 EMORY GOIZUETA ALZHEIMER'S DISEASE RESEEARCH CENTER 6 EXECUTIVE PARK DRIVE NE 2ND FLOOR ATHENS GA 30329 N/A TO ADVANCE RESEARCH AND POSSIBLE CURES IN THE AREA OF ALZHEIMER'S. 1600 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 N/A TO SUPPORT THE UNIVERSITY'S MISSION OF BUILDING AN INCLUSIVE INSTITUTION OF EDUCATIONAL EXCELLENCE THROUGH VISION, LEADERSHIP AND FORTITUDE. 1000 THE LOVETT SCHOOL 4075 PACES FERRY ROAD NW ATLANTA GA 30327 N/A TO ENCOURAGE EDUCATION THROUGH THINKING, INTELLECTUAL CURIOSITY, AND LEARNING OBJECTIVES. 6300 UNIVERSITY OF GEORGIA FOUNDATION 394 SOUTH MILLEDGE AVE SUITE 100 ATHENS GA 30602 N/A TO SUPPORT THE SCHOOL OF LAW AND ITS RELATED CURRICULUM. 10000 28900 0 14 261 14 16828 18 6045 0 23134 0 23134 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3866 2900 966 DISASTER RELIEF EXTENSION FORM 990-PF HURRICANE HELENE DISASTER EXTENSION TO MAY 1, 2025. ISHARES CORE S&P SMALL-CAP ETF 62897 95152 ISHARES RUSSELL MIDCAP VALUE 92967 131757 VANGUARD TOTAL STOCK MKT ETF 297840 433164 VANGUARD VALUE ETF 200353 279117 BANK CHARGES 48 0 48 INVESTMENT FEES 4458 4458 0 ANNUAL REGISTRATION 30 0 30 DUE TO UNRELATED THIRD PARTY 20 20